Sample SharePoint workflows
Format a date in a SharePoint workflow using a SharePoint formula
You can use a custom SharePoint Designer action to format a date in a workflow, but if you do not want to or cannot write code, you can also use a SharePoint Calculated column to format a date in the same SharePoint list a workflow is running on or in another SharePoint list. But whichever method you choose, you will have ...
Format a date in a SharePoint Designer workflow using a custom action
As you may already know, SharePoint Designer 2007 does not offer an out-of-the-box workflow action to be able to format dates. However, you can follow the instructions given in Building Custom Activities for Use in SharePoint Designer 2007 to create a custom workflow action that can be used in SharePoint Designer 2007 to format dates. Create the Workflow Activity Library project In ...
Get a SharePoint list item GUID using a SharePoint Designer workflow
GUIDs are the next best thing after IDs for being able to uniquely identify SharePoint list items, so you could use a GUID instead of an ID to look up a SharePoint list item. There are two occasions on which you might want to get the value of a GUID of a SharePoint list item in a SharePoint Designer workflow: If you ...
How to send an email alert containing a link to a SharePoint list item
SharePoint email alert scenario You have a SharePoint Tasks list in which new tasks are periodically created. You want to be able to send an email to the person assigned to the task and have the email contain a link to the task so that the assignee can easily click and open the task in SharePoint. Send an email message with a ...
Using a GUID to look up a SharePoint list item instead of an ID
Introduction I've previously written about the basics of defining a workflow lookup in SharePoint Designer. In that article, I also mentioned that you have to ensure that you use either a SharePoint list item ID or GUID to ensure that the item can be found. In this article, I'll create a sample workflow - actually 2 workflows - to demonstrate how you ...
Using the Log to History List SharePoint workflow action for debugging
Introduction You can use the Log to History List SharePoint Designer workflow action to write messages to the workflow history list during the lifetime of a workflow. These messages can serve as a way to report the status of the workflow back to the user. You can also use the Log to History List SharePoint Designer workflow action to debug a SharePoint ...
SharePoint Designer workflow: Create a new document based on a content type
Scenario You want to use a SharePoint Designer workflow to create a Word, Excel, or any other type of document that is based on a document template that was added as a content type to a SharePoint document library. Solution You can use the Create List Item action in a SharePoint Designer workflow to create a new document that is based on a ...
4 Ways to set a date value in a SharePoint Designer workflow
The values of dates in SharePoint Designer workflows can be static or dynamic, that is, you can set them to be a specific date (static), or you can calculate them or set them to the value of other date fields (dynamic). You have 4 options when it comes to setting the value of a date field in a SharePoint Designer ...
SharePoint Designer workflow: Move a document from one library to another
Scenario You have a document on which you want to start a workflow that will move the document from one document library to another. Solution Moving a document using a SharePoint Designer workflow involves copying the document to the SharePoint document library you want to move the document to, and then deleting the document from the current document library it is in. You can ...
SharePoint Designer workflow: Allow users to enter an email address before running a workflow
Scenario You want to select a document in a SharePoint document library, start a workflow on this document, enter an email address, and then click to send an email to the recipient who is required to approve the document. Solution You can use an initiation form in a SharePoint Designer workflow to enter an email address (or any other data) before the workflow ...
How to perform date calculations and construct dynamic strings in a SharePoint Designer workflow
Scenario When you store a document in a SharePoint document library named DepartmentDocs, you want to create a new list item in a Tasks lists named ProjectTasks. The new list item should have the name of the document in its Title and the due date of the new list item should be set to 3 days after the date the document ...
Visual Studio workflow: Copy a document from one SharePoint document library to another
Workflow description This article demonstrates how you can create a Visual Studio workflow that can be manually started on a document in a SharePoint document library to copy that document to another document library on the same or another SharePoint site. Creating the custom SharePoint workflow In SharePoint, create 2 document libraries: One to copy documents from and another one to store the copied documents ...
SharePoint Designer workflow: Send email when major versions of a document are checked-in
Scenario You want to be able to send an email to one or more users whenever a document is checked into a document library and a major version (e.g. version 1.0, 2.0, 3.0, etc.) is assigned to the document. Solution In SharePoint, ensure that versioning (major and minor versions) is enabled on the document library where the documents are stored. In SharePoint Designer, open the ...